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Western Asset Macro Opportunities FI (LAFIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.45+0.09 (+0.96%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-10.43%
5-year average return-1.01%
Number of years up7
Number of years down3
Best 1-yr total return (29 Apr 2024)16.39%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return16.39%
Worst 3-yr total return-5.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLAFIXCategory
YTD-4.02%1.90%
1-month0.80%0.35%
3-month-4.02%1.41%
1-year6.82%7.92%
3-year-1.71%3.65%
5-year0.55%3.77%
10-year2.46%2.82%
Last bull market7.92%6.13%
Last bear market-6.38%-3.74%

Annual total return (%) history

Year
LAFIXCategory
2024
N/AN/A
2023
15.73%N/A
2022
-21.27%N/A
2021
-0.77%N/A
2020
6.47%3.44%
2019
16.39%6.69%
2018
-5.81%-1.17%
2017
14.74%4.06%
2016
6.08%5.28%
2015
1.15%-1.41%
2014
7.86%1.24%
2013
N/A0.29%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-4.02%N/AN/AN/A
20233.99%1.28%-6.83%17.95%
2022-18.05%-6.38%-1.70%4.39%
2021-8.61%7.58%0.52%0.42%
2020-14.30%12.80%3.53%6.38%
20194.64%4.34%0.69%5.87%
2018-0.70%-5.71%-1.40%2.02%
20174.48%6.29%2.14%1.16%
20161.69%3.32%2.36%-1.36%
20153.10%-1.37%-1.76%1.24%
20145.46%2.50%0.72%-0.93%
20132.04%N/AN/AN/A

Rank in category (by total return)

YTD100
1-month64
3-month100
1-year48
3-year88
5-year87

Load adjusted returns

1-year6.82%
3-year-1.71%
5-year0.55%
10-year2.46%